HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $794M
1-Year Est. Return 17.37%
This Quarter Est. Return
1 Year Est. Return
+17.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.22M
3
+$672K
4
IFF icon
International Flavors & Fragrances
IFF
+$464K
5
KRC icon
Kilroy Realty
KRC
+$449K

Top Sells

1
+$1.81M
2
+$1.45M
3
+$1.39M
4
TSLA icon
Tesla
TSLA
+$1.25M
5
COST icon
Costco
COST
+$1.16M

Sector Composition

1 Technology 11.95%
2 Healthcare 7.21%
3 Financials 6.06%
4 Consumer Staples 4.08%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$194K 0.04%
1,524
-503
177
$194K 0.04%
3,237
-1,000
178
$192K 0.04%
570
-37
179
$191K 0.04%
971
-339
180
$190K 0.04%
2,052
181
$188K 0.04%
2,825
182
$185K 0.04%
1,890
+1,000
183
$183K 0.04%
6,007
-3,357
184
$179K 0.04%
3,270
185
$178K 0.04%
621
+148
186
$177K 0.04%
1,313
-750
187
$170K 0.04%
5,829
-413
188
$169K 0.04%
2,041
189
$167K 0.04%
601
190
$166K 0.04%
3,259
191
$164K 0.04%
3,265
192
$163K 0.04%
2,618
-1,215
193
$158K 0.04%
1,044
-73
194
$155K 0.03%
3,453
-183
195
$155K 0.03%
2,540
196
$154K 0.03%
1,246
+6
197
$154K 0.03%
13,828
-7,904
198
$151K 0.03%
3,025
199
$150K 0.03%
1,752
-65
200
$148K 0.03%
3,230
-156
6 7
8
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